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The only thing that will kill Tesla right now is resale value.
For some reason, they stay very high compared to other brands. This means that lease and PCP monthly payments are better than rivals or even some cheaper cars (Kia / Hyundai etc).
If their residual value falls, they will start seeing people walk away in favour of other brands with better build quality or legacy luxury brands if they sort their shit out.
Still, there is nothing the size of a Model Y with the actual space a Model Y has. Legacy manufacturers are still obsessed with traditional packaging, supply chain diversification and design so they continue to have sub-par range and interior space.
Soul-
People very definitely don’t buy cars for the cabin space to footprint on the road ratio. The A class should have change the way cars were built in that regard but people didn’t buy it, they stuck to conventional looking hatches with less room. See also A2, i3, Berlingo.
The USPs for Tesla were electric power, charge network and range. They’re still ahead on range but the other two are gone. People will now weigh up range vs image, build quality, price, customer service, reliability etc.
And then there’s styling. They’re dated. The language of the range is 10 years old now. That’s too old, people want cars that look like they’re new, not like they might be 10 years old.
Hefty
6 months is maybe a bit quick but I agree completely.
And, according to my chum in ‘future mobility’ the Chinese car manufacturers are miles ahead in terms of tech and scale so are poised to rock the established order in the west. The MG4 is clearly going to sell by the bucket load, establish proof of concept and begin the influx.